Celestica
Designs and manufactures data-center hardware, supply-chain solutions, and specialized electronics.
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Profile
Designs and manufactures data-center hardware and specialized electronics through Connectivity and Cloud Solutions and Advanced Technology Solutions. Revenue is concentrated in CCS, where networking, compute, and storage platforms serve hyperscalers, while ATS spans aerospace and defense, industrial, HealthTech, and capital equipment.
Designs, engineers, manufactures, and integrates electronics for data-center and other specialized markets. Connectivity and Cloud Solutions covers communications infrastructure, servers, and storage, while Hardware Platform Solutions adds Celestica-designed networking, compute, and storage products.
Advanced Technology Solutions serves aerospace and defense, industrial, HealthTech, and capital-equipment customers, including work that requires specialized or government-certified manufacturing. A global operating network combines component sourcing, product introduction, assembly, testing, systems integration, and lifecycle services.
Growth is concentrated in data-center networking and hyperscaler infrastructure, making large customer programs and technology transitions central operating dependencies. The broader ATS portfolio spans more regulated end markets, while the higher-volume CCS segment carries greater hyperscaler exposure.
Company facts
Key statistics
Year to date −1.2% · Average volume (30d) 2.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | UBS | Upgrade | Neutral | Buy | ||
| Aug 23, 2026 | UBS | Upgrade | Neutral | Buy | $410 | $430 |
| Aug 7, 2026 | Barclays | Reiterate | Overweight | $430 | $406 | |
| Jul 29, 2026 | RBC Capital | Reiterate | Outperform | $440 | $450 | |
| Jul 29, 2026 | CIBC | Reiterate | Outperform | $480 | $500 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 27, 2026Q2 FY26 | $2.29 | $2.54 | +10.9% | $4.30B | $4.67B | +8.6% | +10.04% |
| Apr 27, 2026Q1 FY26 | $2.08 | $2.16 | +3.8% | $3.97B | $3.98B | +0.2% | −14.37% |
| Jan 28, 2026Q4 FY25 | $1.74 | $1.89 | +8.6% | $3.51B | $3.61B | +2.7% | −13.10% |
| Oct 27, 2025Q3 FY25 | $1.47 | $1.58 | +7.5% | $3.49B | $3.16B | −9.5% | +8.16% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.65B | $2.89B | $3.16B | $3.71B | $4.05B | $4.70B | |
| Gross profit | $273.9M | $371.0M | $367.2M | $427.6M | $437.2M | $577.5M | |
| Operating income | $128.8M | $272.5M | $212.6M | $325.7M | $272.1M | $458.3M | |
| Net income | $86.2M | $211.0M | $264.8M | $271.6M | $212.3M | $368.8M | |
| Diluted EPS | $0.74 | $1.82 | $2.28 | $2.35 | $1.83 | $3.17 | |
| Gross margin | 10.3% | 12.8% | 11.6% | 11.5% | 10.8% | 12.3% | |
| Operating margin | 4.9% | 9.4% | 6.7% | 8.8% | 6.7% | 9.8% |
Fiscal years (4-quarter sums)FY21 $5.63B · FY22 $7.25B · FY23 $7.96B · FY24 $9.65B · FY25 $12.41B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $535.7M · Total debt $810.4M · Total assets $9.79B · Shareholders' equity $2.48B
Dividends
No dividends on record.
Ownership
Shares outstanding 114.98M · Float 113.81M · 99.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 8.45M | 7.35% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 6.32M | 5.50% | 13G | Jan 21, 2026 |
| JPMorgan Chase & Co | 3.87M | 3.37% | 13F | Aug 12, 2026 |
| Vanguard Capital Management LLC | 3.19M | 2.77% | 13F | Aug 13, 2026 |
| Franklin Resources Inc | 2.78M | 2.42% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Robert Mionis | director, officer: Chief Executive Officer | −23,496 | $362.39 |
| Aug 4, 2026 | Mandeep Chawla | officer: Chief Financial Officer | −16,117 | $369.32 |
| Aug 4, 2026 | Robert Mionis | director, officer: Chief Executive Officer | −98,453 | $368.99 |
| Aug 5, 2026 | Robert Mionis | director, officer: Chief Executive Officer | −51,061 | $368.41 |
| Jul 31, 2026 | Mandeep Chawla | officer: Chief Financial Officer | −883 | $366.52 |
Peers
- Flex
Scaled EMS rival spanning data centers and lifecycle services
- Jabil
Scaled rival in cloud infrastructure and complex manufacturing
- Sanmina
Broad EMS overlap in cloud, communications, and advanced markets
- Arista Networks
Branded Ethernet rival in data-center and AI networking
- Cisco Systems
Branded switching rival in hyperscale and AI data centers
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Celestica | $299.55 | +0.25% | $34.35B | 31.0 | 19.7 | 2.2 | +61.3% |
| Flex | $110.65 | +0.15% | $40.82B | 42.7 | 21.2 | 1.4 | +20.6% |
| Jabil | $303.90 | +0.82% | $31.59B | 37.6 | 19.1 | 0.9 | +11.8% |
| Sanmina | $194.01 | +0.01% | $10.40B | 34.7 | 15.4 | 0.8 | +69.7% |
| Arista Networks | $195.38 | +0.01% | $246.02B | 61.6 | 42.0 | 23.3 | +37.7% |
| Cisco Systems | $109.95 | +0.01% | $433.28B | 33.0 | 21.4 | 6.8 | +17.6% |
| Median | 37.6 | 21.2 | 1.4 | +20.6% |